Lions Club Secretary Training Based on 2014-2015 LCI Webinars

1. Lions District 2-E2 Secretary Training March 14, 2015 Lions Club Secretary TrainingBased on 2014-2015 LCI Webinars

2. Areas of Work • MyLCI • Club – • Traditional work • Club custom – PR, Media etc. • You work under the direction of the club president (and board) • You serve as the Liaison between the club & the district Responsibilites?

3. Submit monthly reports to LCI Submit to the DG by way of membership & activity reports A member of the DG’s advisory committee as a Zone member Maintain general records, minutes, attendance, appointments, elections, member information Duties

4. Work with the Treasurer to issue dues statements to members Be prepared to turn over records to successor Receive mail and email. Patches, pins and awards. Duties cont’d

5. The most important duty ?

6. Make your Lions Club President Look Good!!! The most important duty ?

7. Date, time, location. Lions present. Rule of order. What will your club use? Approval of Minutes Presentation of Treasurer report Old Business New Business Open Discussion Minutes

8. To access the MyLCI: 1. Go to www.lionsclubs.org 2. Click on ‘MyLCI’ What about the website ?

9. Website

10. Website

11. Enter your username and password and click “Submit” or create new account: Click “New User” link and follow directions. If you forgot user name and password, click “forgot your User Name or Password” link and follow directions. MyLCI Logon

12. “My Tasks” - displays a list of tasks customized to your role and your club. “My Members” - displays your club’s membership reporting status and the count of members by member type. “My Club” - displays the information about your club meetings that is the database. “My Service Activities” - displays your club’s most recent service activity and a summary of your club’s service activity for the year. “My Info” - displays your personal contact information. “My Officers” - section shows your region and zone officers as well as the other members of your club leadership team. Tasks

13. MyLCI Extras The system will log you out after 20 minutes so save your work. The support center panel will change depending upon the page you are on. View the Service Activity Report webinar recording: 1. Access www.lionsclubs.org 2. Click “Member Center” 3. Click “Planning Projects” 4. Click “The Lions Clubs Service Activity Report” link What else about mylci ?

14. Questions ? If you ain’t got it, at least dress it.

15. Of course there are! Questions

16. Q: Where is the Club Secretary Self Study Module located? Questions

17. Q: Where is the Club Secretary Self Study Module located? A: Here is the link to the Leadership Resource Center for the club secretary self-study module. http://www.lionsclubs.org/EN/member-center/leadership-development/index.php Questions

18. Q: How early can a new secretary login in on the MyLCI? Do they have to wait until July 1st? Questions

19. Q: How early can a new secretary login in on the MyLCI? Do they have to wait until July 1st? A: The MyLCI training site is available about 40 days before July 1st at the end of May. If you have never been an officer you will need to create an account. Questions

20. Q: I'm taking over the secretary's position prior to July 1st. Is it possible to for me to access my club's records before July 1st? Questions

21. Q: I'm taking over the secretary's position prior to July 1st. Is it possible to for me to access my club's records before July 1st? A: Since your official term has not begun, you will be redirected to the Training Area. There you will see fairly contemporary data but not the real-time production data until your term begins and you log into the production application. Questions

22. Q: I am a new sec/treas. When do I receive my login information? Also, by email or regular mail? Questions

23. Q: I am a new sec/treas. When do I receive my login information? Also, by email or regular mail? A: You must use the “New user…Register Now” link from the MyLCI Logon Page to register a user name and password with us. You should have received an email (provided we have an address on file) or letter asking you to do so. Questions

24. Q: I am a secretary and district Zone coordinator; do I use the same ID number? Questions

25. Q: I am a secretary and district Zone coordinator; do I use the same ID number? A: Yes. After you login, you will see in the upper right hand corner of the screen that you are able to choose which role you wish to use. Questions

26. Q: If I maintain my position as secretary will my password change July 1? Questions

27. Q: If I maintain my position as secretary will my password change July 1? A: No. You may use the same password provided that you are recorded as next year's officer. Questions

28. Q: Will an assistant secretary or a recording secretary have access to MyLCI or will only the Club Secretary have that access? Questions

29. Q: Will an assistant secretary or a recording secretary have access to MyLCI or will only the Club Secretary have that access? A: No. Only the current club secretary and club president can add or drop a member and edit member information. Questions

30. Q: I am a new secretary. Will this site already be set up for me, or will I need to set it up from scratch and add all my club and membership info. Questions

31. Q: I am a new secretary. Will this site already be set up for me, or will I need to set it up from scratch and add all my club and membership info. A: All data is in our databases. You can make additions, subtractions or modification to it. Questions

32. Q: Can new members be added during a month, say April, and then be reported one or two months later to give an effective date from April? Questions

33. Q: Can new members be added during a month, say April, and then be reported one or two months later to give an effective date from April? A: You may date a transaction for the current month or up to 2 months prior using MyLCI. Questions

34. Q: Once I have updated my membership report, do I need to also e-mail it to LCI? Questions

35. Q: Once I have updated my membership report, do I need to also e-mail it to LCI? A: No. We update our records based on your transmission. Questions

36. Q: Some people do not want me to share their e-mail address so may I keep that off of the MyLCI records and just use their phone numbers? Questions

37. Q: Some people do not want me to share their e-mail address so may I keep that off of the MyLCI records and just use their phone numbers? A: That is fine for regular members. If they are a club or district officer, they must register a password for access to MyLCI, and they will have to provide a valid email address. Questions

38. Q: Are there plans to allow us to print mailing lists from this site? Questions

39. Q: Are there plans to allow us to print mailing lists from this site? A: The data download function will allow you to get the specific data you need. Questions

40. Q: Do we report as activities our regular monthly membership meetings? Questions

41. Q: Do we report as activities our regular monthly membership meetings? A: It is not necessary, but if a club wishes to do so they can. Questions

42. Q: What is a signature activity? Questions

43. Q: What is a signature activity? A: A Signature Activity is an activity that clubs implement on a reoccurring basis or over a period of several months. Use the “signature activity” feature in the reporting section of MyLCI. Once the signature activity is added, it can be selected from a drop down menu under “add activity.” Questions

44. Q: Husband and wife Lions could be a family unit? Questions

45. Q: Husband and wife Lions could be a family unit? A: Yes. One member pays full dues; the other member pays half-dues. Questions

46. Q: Can my spouse be added to the family unit even though gay marriage is not recognized in my state? Questions

47. Q: Can my spouse be added to the family unit even though gay marriage is not recognized in my state? A: Yes. Questions

48. Q: Your report of our PU 101 is not correct. Whom do we contact for that? Questions

49. Q: Your report of our PU 101 is not correct. Whom do we contact for that? A: If you are a club officer, changes can be made within MyLCI or you may contact HQ. Does April 15th ring a bell? Questions

50. Q: As a Secretary am I supposed to get a statement of dues that are due for each member? I haven't seen it as of yet and our Treasurer looks to me for that information. Questions